| Product | Date of Inception | AUM | 1Y | 2Y | 3Y | 5Y | 10Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Kotak AMC India Focus | 31 Jul 2012 | 764 | -1.50% | 16.70% | 19.30% | 24.60% | 12.20% | 15.30% |
Kotak Optimus Fund- Category III AIF
Kotak India Focus- Series 2
Kotak Small & Midcap Equity Investment Approach PMS
Kotak Pharma & Healthcare Investment Approach PMS
Kotak Focus Top 12 PMS
Kotak Fintech Investment Approach PMS
Kotak India Focus- Series 1
MBA in Finance, Bachelor in Engineering and brings Financial Markets experience of 2 decades. He manages the Portfolio Management Services business at Kotak AMC. He has strong grounding in Graham/ Buffet styles of Investing, hence his portfolios are managed in a disciplined manner under the Value Investment philosophy. Portfolios seek to identify Special Situations and Value Opportunities to take advantage of mis-priced market instruments. Areas of focus are corporate restructurings, price-arb opportunities, under-researched pockets and companies with competitive moats (preferably having temporary performance concerns). Passionate about the markets and endeavours to constantly learn through writings of capital market doyens like Ben Graham, Charlie Munger, Warren Buffett, George Soros with a particular interest in behavioural finance.